Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
651
shares
|
$230,180
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
651
shares
|
$230,180
0.08% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
650
shares
|
$229,827
0.04% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
650
shares
|
$229,827
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
650
shares
|
$229,827
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
649
shares
|
$229,473
0.12% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
647
shares
|
$228,766
0.41% of portfolio
|
Q2 2024
Reduced 53.79%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
647
shares
|
$228,766
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
647
shares
|
$228,766
0.23% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
646
shares
|
$228,412
0.15% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
646
shares
|
$228,412
0.04% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
646
shares
|
$228,412
0.16% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
646
shares
|
$228,412
0.04% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
646
shares
|
$228,412
0.11% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
645
shares
|
$228,059
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
644
shares
|
$227,705
0.03% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
640
shares
|
$226,291
0.11% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
638
shares
|
$225,584
0.03% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
637
shares
|
$225,230
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
633
shares
|
$223,816
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
633
shares
|
$223,816
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
631
shares
|
$223,108
0.21% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
630
shares
|
$222,755
0.09% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
630
shares
|
$222,755
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
628
shares
|
$222,048
0.15% of portfolio
|
Q1 2025
Added 10.37%
|